Legacy Trust Portfolio Holdings

Legacy Trust

  • $408 Billion
  • Q2 2025

Legacy Trust has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $408 Billion distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22.3B, Microsoft Corp with a value of $18.6B, Apple Inc. with a value of $15.9B, Palo Alto Networks Inc with a value of $13.5B, and United Rentals, Inc. with a value of $13.2B.

Examining the 13F form we can see an decrease of $7.17B in the current position value, from $415B to 408B.

Legacy Trust is based out at Grand Rapids, MI

Below you can find more details about Legacy Trust portfolio as well as his latest detailed transactions.

Portfolio value $408 Billion
Technology: $83.6 Billion
ETFs: $81 Billion
Financial Services: $59.1 Billion
Industrials: $42.4 Billion
Consumer Cyclical: $39.1 Billion
Healthcare: $34.6 Billion
Communication Services: $30.1 Billion
Energy: $13.6 Billion
Other: $23 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.3 Billion 5.48% of portfolio
35,984
Q2 2025 Added 47.68%
$0
$8.76 Billion 2.15% of portfolio
14,176
Q2 2025 Reduced 46.0%
$0
$8.33 Billion 2.04% of portfolio
76,196
Q2 2025 Added 3.0%
$0
$7.09 Billion 1.74% of portfolio
20,189
Q2 2025 Reduced 3.37%
$0
$6.76 Billion 1.66% of portfolio
109,032
Q2 2025 Added 0.21%
$0
$2.93 Billion 0.72% of portfolio
32,783
Q2 2025 Reduced 9.61%
$0
$2.75 Billion 0.67% of portfolio
12,725
Q2 2025 Reduced 59.2%
$0
$2.01 Billion 0.49% of portfolio
21,815
Q2 2025 Added 2.11%
$0
$2 Billion 0.49% of portfolio
4,711
Q2 2025 Reduced 61.52%
$0
$1.94 Billion 0.47% of portfolio
40,129
Q2 2025 Reduced 21.41%
$0
$1.22 Billion 0.3% of portfolio
21,315
Q2 2025 Reduced 5.99%
$0
$1.04 Billion 0.26% of portfolio
7,835
Q1 2025 Added 5.47%
$0
$959 Million 0.24% of portfolio
14,992
Q2 2025 Added 26.07%
$0
$929 Million 0.23% of portfolio
2,735
Q2 2025 Reduced 17.25%
$0
$910 Million 0.22% of portfolio
4,447
Q2 2025 Reduced 4.59%
$0
$912 Million 0.22% of portfolio
4,695
Q2 2023 Reduced 0.45%
$0
$845 Million 0.21% of portfolio
2,781
Q2 2025 Reduced 0.22%
$0
$772 Million 0.19% of portfolio
5,805
Q2 2025 Reduced 1.61%
$0
$745 Million 0.18% of portfolio
4,073
Q2 2025 Added 37.0%
$0
$713 Million 0.17% of portfolio
1,292
Q2 2025 Added 20.86%
$0
$668 Million 0.16% of portfolio
2,338
Q2 2025 Reduced 20.01%
$0
$553 Million 0.14% of portfolio
10,903
Q4 2023 Added 42.47%
$0
$524 Million 0.13% of portfolio
1,872
Q1 2025 Added 77.95%
$0
$477 Million 0.12% of portfolio
6,683
Q4 2023 Added 45.82%
$107B
$497 Million 0.12% of portfolio
1,631
Q1 2025 Reduced 4.12%
$0
$476 Million 0.12% of portfolio
13,660
Q4 2023 Added 42.89%
$0
$419 Million 0.1% of portfolio
1,470
Q2 2024 Added 17.13%
$0
$371 Million 0.09% of portfolio
12,800
Q4 2022 New
$0
$354 Million 0.09% of portfolio
4,580
Q2 2025 Reduced 1.4%
$0
$306 Million 0.08% of portfolio
541
Q2 2025 Reduced 50.41%
$0
$280 Million 0.07% of portfolio
3,500
Q2 2025 New
$0
$292 Million 0.07% of portfolio
4,632
Q2 2025 New
$0
$277 Million 0.07% of portfolio
1,757
Q2 2025 Reduced 52.07%
$0
$231 Million 0.06% of portfolio
976
Q2 2025 Reduced 14.08%
$0
$251 Million 0.06% of portfolio
10,589
Q2 2025 Added 4.96%
$0
$202 Million 0.05% of portfolio
2,415
Q2 2025 Reduced 94.05%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $408 Billion
  • Prior Value $415 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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